Client-Focused. Personalized. independent Advice.
Castleberry Capital Investments is an independent advisory firm based in Cumming, Georgia providing Wealth Management, Investment Management and Real Estate Consulting services.
Trusted Money Management
After a decade of serving as a partner at an investment firm, a vision of a transparent investment company was born. In 2020, John founded an independent advisory firm, Castleberry Capital Investments, in Cumming, Georgia, far from the influence of Wall Street.
We invest our own money alongside yours. We only succeed if you succeed, so our interests are always aligned with yours.
Fiduciary Relationship
We offer a different approach to investing – one built on relationships, long-term focus, and a disciplined process. As fiduciaries, our investment strategies are always chosen in the best interest of our clients without the conflict of commissions or product sales.
Due to the proprietary nature of our investment process, further information on how we privately manage money is only available by request.
In this same respect, confidentiality is of the utmost importance in our fiduciary relationships. Clients are drawn to this type of discretion on which CCI was founded.
But those who hope in the Lord
will renew their strength.
They will soar on wings like eagles;
they will run and not grow weary,
they will walk and not be faint.